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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

455 hedge funds and large institutions have $4.19B invested in Schwab US Large-Cap Value ETF in 2020 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 155 increasing their positions, 180 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
+2
Holders Change %
+0.44%
% of All Funds
9.35%
Holding in Top 10
42
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.5%
% of All Funds
0.86%
New
54
Increased
155
Reduced
180
Closed
49
Calls
$321K
Puts
–
Net Calls
+$321K
Net Calls Change
+$64K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$515M
2
HI
Horizon Investments
North Carolina
+$42.5M
3
MMEA
Main Management ETF Advisors
California
+$30.9M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$28.2M
5
MG
Mather Group
Illinois
+$24.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$170M
2
SS
Sunbelt Securities
Texas
-$162M
3
Betterment LLC
Betterment LLC
New York
-$74.4M
4
APP
Avantax Planning Partners
Iowa
-$67.1M
5
Osaic Holdings
Osaic Holdings
Arizona
-$57.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIP
226
Capital Insight Partners
Arizona
$671K +$671K +40,182 New
KM
227
Kalos Management
Georgia
$655K -$33K -1,833 -5%
BWL
228
Bogart Wealth LLC
Virginia
$650K +$93.8K +5,616 +17%
MPM
229
Meritage Portfolio Management
Kansas
$649K -$1.44M -86,064 -69%
3C
230
361 Capital
Colorado
$629K +$70.4K +4,215 +13%
BWP
231
Bernardo Wealth Planning
Pennsylvania
$627K -$890K -53,361 -59%
MWA
232
Martel Wealth Advisors
Washington
$620K -$174K -10,395 -22%
NFG
233
Next Financial Group
Texas
$619K +$220K +13,191 +55%
AFAS
234
Acorn Financial Advisory Services
Virginia
$611K -$36.7K -2,196 -6%
SG
235
StoneX Group
New York
$611K +$202K +12,084 +49%
JWCA
236
J.W. Cole Advisors
Florida
$604K +$604K +36,147 New
ANTB
237
AMG National Trust Bank
Colorado
$601K +$601K +35,970 New
SAG
238
Spotlight Asset Group
Illinois
$596K +$596K +35,709 New
JFGIW
239
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$586K -$121K -7,221 -17%
SBL
240
Sargent Bickham Lagudis
Colorado
$581K -$433K -25,965 -43%
IAN
241
Integrated Advisors Network
Texas
$567K +$307K +18,351 +118%
BL
242
BCWM LLC
Kansas
$563K +$102K +6,084 +22%
FA
243
Financial Advisors
Massachusetts
$551K +$6.21K +372 +1%
BAM
244
Baldrige Asset Management
Pennsylvania
$551K +$34.4K +2,058 +7%
GCA
245
Gradient Capital Advisors
California
$543K -$151K -9,012 -22%
AWA
246
Arkadios Wealth Advisors
Georgia
$533K +$533K +31,290 New
BCIM
247
Bishop & Co Investment Management
Pennsylvania
$531K +$531K +31,785 New
Fidelity Investments
248
Fidelity Investments
Massachusetts
$527K -$136K -8,121 -20%
GC
249
Gratus Capital
Georgia
$524K -$18.1M -1,081,353 -97%
FVWA
250
Foster Victor Wealth Advisors
South Carolina
$520K -$15.7M -939,081 -97%
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